PNR · Company research

Pentair plc (PNR): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

RESEARCH CONTEXT

Understand the numbers

Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

80records availableBasic Materials

Ownership & Institutional Holders data

Database-backed records only

80 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
Hickory Point Bank & Trust2039144Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)20515715———Jul 17, 2026SEC_13F_DATASET
US BANCORP \DE\36104Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)909436971691———Aug 12, 2026SEC_13F_DATASET
State of Tennessee, Department of Treasury1587973Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)180841386320———Aug 14, 2026SEC_13F_DATASET
AMERICAN CENTURY COMPANIES INC748054Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8614660349———Aug 12, 2026SEC_13F_DATASET
Loudon Investment Management, LLC1597089Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)211171618829———Aug 14, 2026SEC_13F_DATASET
SCHRODER INVESTMENT MANAGEMENT GROUP1086619Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)7280555464———Aug 13, 2026SEC_13F_DATASET
HARTFORD INVESTMENT MANAGEMENT CO922439Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8943685570———Jul 15, 2026SEC_13F_DATASET
Perpetual Ltd1647273Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)23643218124877———Jul 15, 2026SEC_13F_DATASET
Sachetta, LLC2010574Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)544140———Jul 15, 2026SEC_13F_DATASET
Federation des caisses Desjardins du Quebec2022297Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)906898———Aug 14, 2026SEC_13F_DATASET
Private Advisor Group, LLC1567755Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10075772320———Jul 27, 2026SEC_13F_DATASET
Y-Intercept (Hong Kong) Ltd1772875Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)150291152123———Jul 14, 2026SEC_13F_DATASET
Synergy Investment Management, LLC2053786Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)191265———Aug 14, 2026SEC_13F_DATASET
Wedmont Private Capital1904274Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4516344076———Jul 13, 2026SEC_13F_DATASET
SITTNER & NELSON, LLC1846138Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)19615026———Aug 7, 2026SEC_13F_DATASET
Annex Advisory Services, LLC1542287Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4506345462———Jul 10, 2026SEC_13F_DATASET
ARMSTRONG ADVISORY GROUP, INC1932952Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)201518———Jul 13, 2026SEC_13F_DATASET
FIRST CITIZENS BANK & TRUST CO1092203Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)245671883306———Jul 13, 2026SEC_13F_DATASET
Investment Research Partners LLC2069274Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3911299837———Aug 4, 2026SEC_13F_DATASET
MetLife Investment Management, LLC1529735Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)369472832357———Aug 14, 2026SEC_13F_DATASET
Seneschal Advisors, LLC2039659Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4307———Aug 14, 2026SEC_13F_DATASET
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1164508Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)460213527970———Aug 13, 2026SEC_13F_DATASET
CKW FINANCIAL GROUP1600403Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)131———Jul 27, 2026SEC_13F_DATASET
LPL Financial LLC1403438Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)991597601492———Aug 7, 2026SEC_13F_DATASET
OSSIAM1767471Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10007767137———Aug 13, 2026SEC_13F_DATASET
Financial Management Professionals, Inc.1568132Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6460———Jul 9, 2026SEC_13F_DATASET
BlackRock, Inc.2012383Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5674256434988465———Aug 7, 2026SEC_13F_DATASET
OSTRUM ASSET MANAGEMENT1767945Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4459341827———Aug 13, 2026SEC_13F_DATASET
Dunhill Financial, LLC1948904Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12996———Aug 7, 2026SEC_13F_DATASET
State of New Jersey Common Pension Fund D1483066Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)496823808622———Aug 4, 2026SEC_13F_DATASET
WORLD EQUITY GROUP, INC.878770Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3448264324———Jul 9, 2026SEC_13F_DATASET
VANGUARD CAPITAL MANAGEMENT LLC2100119Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10567740810122948———Aug 13, 2026SEC_13F_DATASET
MUFG Securities EMEA plc1597694Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6408491237———Aug 12, 2026SEC_13F_DATASET
Piscataqua Savings Bank1855835Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)140421076265———Jul 9, 2026SEC_13F_DATASET
New England Research & Management, Inc.1596077Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)152251167149———Jul 9, 2026SEC_13F_DATASET
KLP KAPITALFORVALTNING AS1717443Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)644664941964———Aug 12, 2026SEC_13F_DATASET
Millstone Evans Group, LLC2041943Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)927053———Aug 11, 2026SEC_13F_DATASET
WESTPAC BANKING CORP719245Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2007153857———Aug 12, 2026SEC_13F_DATASET
RENAISSANCE TECHNOLOGIES LLC1037389Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)40886431343514———Aug 13, 2026SEC_13F_DATASET
EverSource Wealth Advisors, LLC1710537Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)675136———Jul 24, 2026SEC_13F_DATASET
MORGAN STANLEY895421Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21516543———Aug 13, 2026SEC_13F_DATASET
DUFF & PHELPS INVESTMENT MANAGEMENT CO765443Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)21749416673090———Aug 3, 2026SEC_13F_DATASET
GEN Financial Management, INC.2032497Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2723208746———Jul 24, 2026SEC_13F_DATASET
Curi Capital, LLC1332905Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2771212457———Aug 14, 2026SEC_13F_DATASET
OPPENHEIMER & CO INC822581Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)625044791557———Aug 3, 2026SEC_13F_DATASET
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC922127Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)166471276159———Aug 11, 2026SEC_13F_DATASET
GAMMA Investing LLC2010235Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4405337687———Jul 7, 2026SEC_13F_DATASET
CITIGROUP INC831001Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1068158188438———Aug 3, 2026SEC_13F_DATASET
Longaeva Partners L.P.2054122Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)667995120811———Aug 14, 2026SEC_13F_DATASET
FRANKLIN RESOURCES INC38777Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4052310625———Aug 13, 2026SEC_13F_DATASET
MACKENZIE FINANCIAL CORP919859Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)236971816612———Aug 13, 2026SEC_13F_DATASET
Keating Financial Advisory Services, Inc.2103443Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)816209———Aug 11, 2026SEC_13F_DATASET
Hilltop National Bank2021658Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)60746533———Jul 2, 2026SEC_13F_DATASET
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1535845Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10104774573———Aug 13, 2026SEC_13F_DATASET
Balyasny Asset Management L.P.1218710Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)41306931665870———Aug 14, 2026SEC_13F_DATASET
Raiffeisen Bank International AG2044885Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)350252672408———Aug 3, 2026SEC_13F_DATASET
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1423442Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)153011172975———Aug 13, 2026SEC_13F_DATASET
Alan B Lancz & Associates, Inc.1897835Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3442263864———Aug 11, 2026SEC_13F_DATASET
ROYAL LONDON ASSET MANAGEMENT LTD863748Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1027447876355———Aug 13, 2026SEC_13F_DATASET
Bell Investment Advisors, Inc1890149Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1148740———Aug 7, 2026SEC_13F_DATASET
DIMENSIONAL FUND ADVISORS LP354204Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2671742204815703———Aug 11, 2026SEC_13F_DATASET
Avior Wealth Management, LLC1599868Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6871526748———Jul 7, 2026SEC_13F_DATASET
Fourth Dimension Wealth, LLC2056691Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)272070———Jul 31, 2026SEC_13F_DATASET
Lavaca Capital LLC1641447Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2153———Aug 14, 2026SEC_13F_DATASET
OMERS ADMINISTRATION Corp1053321Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8660663876———Aug 13, 2026SEC_13F_DATASET
Sanctuary Advisors, LLC1777271Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)8677665181———Aug 13, 2026SEC_13F_DATASET
Aberdeen Group plc1716774Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15972712244672———Jul 31, 2026SEC_13F_DATASET
NOMURA ASSET MANAGEMENT CO LTD1055964Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)70019453676872———Aug 13, 2026SEC_13F_DATASET
Steigerwald, Gordon & Koch Inc.1731876Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)18814412———Jul 23, 2026SEC_13F_DATASET
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/109380Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)31424071———Jul 31, 2026SEC_13F_DATASET
LBP AM SA1970075Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)872026684905———Jul 24, 2026SEC_13F_DATASET
J.Safra Asset Management Corp1535293Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)332530———Aug 6, 2026SEC_13F_DATASET
Wahed Invest LLC1763146Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4097314076———Aug 11, 2026SEC_13F_DATASET
SEI INVESTMENTS CO350894Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)702825387818———Aug 14, 2026SEC_13F_DATASET
Busey Bank1427202Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)16540912680362———Aug 13, 2026SEC_13F_DATASET
Vestcor Inc1536925Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3602276———Aug 11, 2026SEC_13F_DATASET
Aquatic Capital Management LLC1803916Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)408303130028———Aug 14, 2026SEC_13F_DATASET
RBF Capital, LLC1134621Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6000459960———Aug 14, 2026SEC_13F_DATASET
UMB Bank, n.a.933429Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5042386520———Aug 13, 2026SEC_13F_DATASET
Atlantic Union Bankshares Corp883948Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15011499———Aug 11, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.